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Clarity PPM Financial Management

Powerful Excel-like capabilities within project cost plan & transactions

Familiar Financials for Deeper Analysis

The ability to easily access, view and modify project data is key to ensuring budgets are well spent. Clarity PPM’s financial planning pages have been redesigned to mimic Microsoft Excel® spreadsheets in both look and feel. Connect this project portfolio management software to your favorite BI software, including Power BI and Tableau.

Value financial managers get from project portfolio management software:

  • Social collaboration for discussing and customizing workflow for governing project budgets
  • Dashboards that let executives take action based on accurate financial data
  • Your favorite BI tool connected to Clarity PPM for deeper analysis

Key benefits

  • Track costs of projects, programs, portfolios
  • Generate financial budgets & forecasts
  • Defend the capitalization of projects
  • Automatically generate financial forecast from resource plan
  • Cross charge costs between departments based on timesheets and actuals
  • Powerful column pivots, Forecast & Plan comparisons.
  • Pivot & focus

Key features 

  • Capital Planning
  • Budget to Actual Reporting
  • Forecasting
  • Cost and Rate Management
  • Financial Metrics (ROI, NPV, IRR)
  • Create financial plans and track actuals
  • Manage cost rate matrix by individual resources, roles or teams
  • Receive transactions from various input systems

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